Michael McComb

@Arkadios Wealth Advisors

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.834B

Total holdings931

Assets growth rate3.85%

Assets growth rate (2-Q avg)11.47%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Arkadios Wealth Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 931 positions.

Assets under management

The assets under management (AUM) of Arkadios Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.834B in assets, with a quarterly growth rate of 3.85% and a 2-quarter average growth rate of 11.47%. The portfolio is managed by Michael McComb, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FMAGFidelity Magellan Etf Recent Activity Exited	0%	$3.25M 106,155 shares@ $30.62 avg price	Exited
CPRICapri Holdings Limited Shs Recent Activity Exited	0%	$1.118M 26,339 shares@ $42.44 avg price	Exited
SWNSouthwestern Energy Co Com Recent Activity Exited	0%	$1.052M 148,000 shares@ $7.11 avg price	Exited
MROMarathon Oil Corp Com Recent Activity Exited	0%	$941,489 35,354 shares@ $26.64 avg price	Exited
ANETArista Networks Inc Com Recent Activity Exited	0%	$883,980 2,303 shares@ $383.84 avg price	Exited
TELTe Connectivity Plc Ord Shs Recent Activity Exited	0%	$758,250 5,022 shares@ $150.99 avg price	Exited
IBTEIshares Ibonds Dec 2024 Term Treasury Etf Recent Activity Exited	0%	$722,856 30,119 shares@ $24.0 avg price	Exited
BNDXVanguard Total International Bond Etf Recent Activity Exited	0%	$585,462 11,644 shares@ $50.29 avg price	Exited
CMCTCreative Media & Cmnty Tr Com New Recent Activity Exited	0%	$547,936 1.115M shares@ $0.5 avg price	Exited
EMNEastman Chem Co Com Recent Activity Exited	0%	$522,867 4,671 shares@ $111.94 avg price	Exited